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Associate Analyst, Cash Management

GCC India -
Hyderabad, Telangana

Apply Now

Job details

Full-time
9 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Finance
Bachelor's degree
Financial services
Accounting
Communication skills
Time management

Full job description

What if you could build a career where ambition meets innovation?

At LPL’s Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We’re proud to be expanding and reaching new heights in Hyderabad.

Join us as we create something extraordinary together.

Associate Analyst, Cash Management Operations

Job Overview
The Lead/Associate Consultant supports financial advisors, clients, and internal partners by delivering high-quality service related to cash management, estate, death, divorce, and other complex account-related transactions. This role assumes full ownership of cases from initial inquiry through resolution and serves as a subject matter resource for operational processes, documentation, and regulatory requirements. The position requires strong attention to detail, sound judgment, and the ability to manage complex, time-sensitive requests in a fast-paced environment.

Key Responsibilities

Handle complex case management requests related to cash management, estate, and account servicing inquiries
Take full ownership of cases, ensuring timely resolution and clear, accurate communication with advisors and clients
Review, process, and monitor transactions including wires, ACH, checks, journals, deposits, distributions, and estate-related claims
Ensure all transactions and documentation meet regulatory, policy, and procedural standards
Identify and resolve Not-In-Good-Order (NIGO) items and proactively prevent future errors
Review legal and financial documentation such as Letters of Testamentary, Trust Agreements, LOAs, QDROs, divorce decrees, and beneficiary claims
Assess risk, escalate issues as needed, and collaborate with Compliance, Legal, Risk, and Finance partners
Identify trends, errors, and process gaps; provide recommendations to improve efficiency and quality
Participate in audits, training initiatives, and system or process enhancements
Support onboarding, training, and coaching of peers or new hires, as applicable

Required Qualifications

6—8 years of experience in brokerage, financial services, or operations (client-facing and/or processing roles)
Bachelor’s degree in business, Finance, Accounting, or equivalent experience
Strong verbal and written communication skills
High attention to detail with strong organizational and time-management abilities
Ability to multitask, prioritize, and work independently in a deadline-driven environment
Proficiency with Microsoft Excel, Word, Outlook, and Teams; experience with case management or financial systems preferred

Core Competencies

Client focus and service excellence
Analytical thinking and problem solving
Risk awareness and sound decision making
Communication and collaboration
Adaptability and continuous improvement
Accountability and ownership

Working Conditions

Candidates should be flexible to work across shifts, including U.S. business hours, based on business requirements

LPL Global Business Services, LLP - PRIVACY POLICY

Apply Now

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